PIMCO Multisector Bond ActvPYLDETF
13F holders, Q4 2025 (December 31)577holders +102
95new positions
21sold out
4famous investors
$26.68avg. 13F price*
At the end of Q4 2025, 577 institutions reported holding PIMCO Multisector Bond Actv (PYLD) in their 13F filings, up 102 from Q3 2025. 95 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($485.3M), Morgan Stanley ($456.6M) and LPL Financial LLC ($389.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- PIMCO Multisector Bond Actv
- Filed as
- PIMCO ETF TR (Q4 2025)
- CUSIP
- 72201R585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $351.9M |
| Exits | 21 | $43.0M |
All 13F filers, Q3 2025 → Q4 2025: 66,883,677 shares bought and 7,280,919 shares sold, net +59,602,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 577 holders
| Bank of America Corp. | 0.04% | Add +16.8% | 18,191,468 | $485.3M |
| Morgan Stanley | 0.03% | Add +33.6% | 17,115,719 | $456.6M |
| LPL Financial LLC | 0.11% | Add +34.3% | 14,584,034 | $389.1M |
| Sequoia Financial Advisors, LLC | 1.41% | Add +24.0% | 9,459,806 | $252.4M |
| HighTower Advisors, LLC | 0.27% | Add +8.8% | 9,267,689 | $247.3M |
| AE Wealth Management LLC | 0.99% | Add +36.0% | 6,479,219 | $172.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -20.4% | 5,797,316 | $154.7M |
| Retirement Planning Group, LLC | 5.06% | Add +8.8% | 5,768,470 | $153.9M |
| Raymond James Financial Inc. | 0.05% | Add +48.0% | 5,545,900 | $148.0M |
| NewEdge Advisors, LLC | 0.50% | Add +11.7% | 5,214,505 | $139.1M |
| Advance Capital Management, Inc. | 5.56% | Add +36.3% | 4,914,022 | $131.1M |
| Wells Fargo & Company | 0.02% | Add +86.1% | 4,447,879 | $118.7M |
| Cwm, LLC | 0.30% | Add +36.6% | 4,218,007 | $112.5M |
| TruWealth Advisors, LLC | 5.31% | Add +5.6% | 4,070,361 | $108.6M |
| Advocacy Wealth Management, LLC | 4.01% | Add +8.8% | 3,589,907 | $95.8M |
| Krilogy Financial LLC | 3.23% | Add +7.9% | 3,534,586 | $94.9M |
| WCG Wealth Advisors LLC | 2.61% | Add +216.0% | 3,486,174 | $93.0M |
| GR Financial Group, LLC | 20.74% | Add +1.9% | 3,459,393 | $92.3M |
| UBS Group AG | 0.02% | Add +60.8% | 3,445,967 | $91.9M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +340.8% | 3,200,786 | $85.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +8.2% | 3,187,018 | $85.0M |
| Destination Wealth Management | 2.11% | Add +7.4% | 3,026,139 | $80.7M |
| United Capital Financial Advisors, LLC | 0.44% | Add +33.2% | 2,719,807 | $72.6M |
| Fragasso Financial Advisors Inc | 4.12% | Add +3.1% | 2,547,521 | $68.0M |
| Summit Financial, LLC | 0.94% | Add +10.0% | 2,382,094 | $63.9M |
| Confluence Wealth Services, Inc. | 2.61% | New | 2,358,317 | $62.9M |
| Horizon Investments, LLC | 0.79% | Add +2.5% | 2,345,898 | $62.6M |
| Royal Bank of Canada | 0.01% | Add +69.9% | 2,291,412 | $61.1M |
| Horizon Wealth Management, LLC | 9.19% | Add +4.8% | 2,219,176 | $59.2M |
| Falcon Wealth Planning | 4.74% | Add +7.5% | 2,109,331 | $56.3M |
| Bank of New York Mellon Corp | 0.01% | Add +4.1% | 2,103,204 | $56.1M |
| Family Investment Center, Inc. | 10.78% | Add +7.1% | 2,001,272 | $53.4M |
| Captrust Financial Advisors | 0.10% | Add +4.5% | 1,986,057 | $53.0M |
| Ocean Park Asset Management, LLC | 2.44% | Add +0.5% | 1,948,900 | $52.0M |
| Osaic Holdings, Inc. | 0.07% | Add +44.9% | 1,886,532 | $50.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +167.1% | 1,872,451 | $50.0M |
| RiverFront Investment Group, LLC | 0.81% | Add +0.6% | 1,850,133 | $49.4M |
| Proficio Capital Partners LLC | 3.41% | Add +10.8% | 1,822,484 | $48.6M |
| Apollon Wealth Management, LLC | 0.82% | Add +3.6% | 1,765,598 | $47.1M |
| Stratos Investment Management, LLC | 1.80% | Add +1.9% | 1,686,185 | $45.0M |
| Ritter Daniher Financial Advisory LLC / DE | 7.42% | Add +33.3% | 1,657,511 | $44.2M |
| GeoWealth Management, LLC | 1.63% | Add +6.4% | 1,656,516 | $44.2M |
| Sunflower Bank, N.A. | 10.88% | New | 1,618,877 | $43.2M |
| Ellenbecker Investment Group | 5.96% | Add +8.2% | 1,592,749 | $42.5M |
| State of New Jersey Common Pension Fund D | 0.14% | New | 1,500,000 | $40.0M |
| Private Advisor Group, LLC | 0.19% | Reduce -9.3% | 1,495,065 | $39.9M |
| Kensington Asset Management, LLC | 2.05% | Add +2.3% | 1,475,964 | $39.6M |
| HUB Investment Partners, LLC | 1.05% | Add +2.5% | 1,439,620 | $38.4M |
| Waterway Wealth Management, LLC | 8.48% | Add +2.8% | 1,470,829 | $37.4M |
| OneDigital Investment Advisors LLC | 0.36% | Add +36.1% | 1,370,816 | $36.6M |
| Stifel Financial Corp. | 0.03% | Add +9.5% | 1,339,979 | $35.8M |
| Vigilare Wealth Management | 12.01% | Reduce -1.1% | 1,338,450 | $35.7M |
| Stonebridge Financial Group, LLC | 2.78% | Add +12.7% | 1,219,417 | $32.5M |
| Wall Capital Group, Inc. | 30.92% | — | 1,217,001 | $32.5M |
| Vickerman Investment Advisors, Inc. | 6.24% | Add +25.2% | 1,170,518 | $31.2M |
| Sheridan Capital Management, LLC | 15.83% | Add +8.0% | 1,170,467 | $31.2M |
| RFG Holdings, Inc. | 7.82% | Add +3.9% | 1,169,134 | $31.2M |
| D.B. Root & Company, LLC | 7.52% | Add +13.0% | 1,155,534 | $30.8M |
| Wealth Alliance Advisory Group, LLC | 5.23% | Add +9.8% | 1,145,913 | $30.6M |
| Crestmont Private Wealth LLC | 9.88% | Add +1.4% | 1,139,651 | $30.4M |
| Acorn Financial Advisory Services Inc. | 4.47% | New | 1,136,102 | $30.3M |
| Correct Capital Wealth Management | 5.68% | Add +6.3% | 1,131,076 | $30.2M |
| Visionary Wealth Advisors | 1.33% | Add +3.1% | 1,103,129 | $29.4M |
| Cardinal Point Capital Management ULC | 1.88% | Add +7.8% | 1,074,809 | $28.8M |
| Aprio Wealth Management, LLC | 1.64% | Add +6.7% | 1,071,903 | $28.6M |
| Continuum Advisory, LLC | 2.86% | Add +15.7% | 1,071,146 | $28.6M |
| Berger Financial Group, Inc | 1.64% | Add +3.5% | 1,062,583 | $28.3M |
| Janney Montgomery Scott LLC | 0.06% | Add +19.2% | 1,056,937 | $28.2M |
| Bridgewealth Advisory Group, LLC | 6.18% | Add +17.0% | 1,049,826 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +45.3% | 1,030,793 | $27.5M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -19.8% | 1,023,498 | $27.3M |
| Novem Group | 3.12% | Reduce -18.1% | 1,010,085 | $26.9M |
| D.A. Davidson & Co. | 0.16% | Add +176.8% | 990,605 | $26.4M |
| Mason & Associates, LLC | 5.85% | Add +19.6% | 963,823 | $25.7M |
| Intrua Financial, LLC | 2.78% | Add +8.0% | 948,671 | $25.3M |
| Corient Private Wealth LP | 0.03% | Add +208.4% | 935,920 | $25.0M |
| Mariner, LLC | 0.03% | Add +111.6% | 914,233 | $24.4M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -2.2% | 908,726 | $24.2M |
| Sanchez Wealth Management Group | 5.14% | Reduce -1.8% | 900,599 | $24.0M |
| EnRich Financial Partners LLC | 6.48% | Add +5.1% | 891,031 | $23.8M |
| Drake & Associates, LLC | 4.72% | Add +8.7% | 888,004 | $23.7M |
| Cetera Investment Advisers | 0.03% | Add +6452.5% | 876,857 | $23.4M |
| Gemmer Asset Management LLC | 1.79% | Add +4.8% | 873,115 | $23.3M |
| Farther Finance Advisors, LLC | 0.24% | Add +310.4% | 853,803 | $22.8M |
| First Heartland Consultants, Inc. | 1.71% | Add +13.7% | 844,578 | $22.5M |
| Pictet North America Advisors SA | 2.11% | Reduce -23.1% | 834,053 | $22.3M |
| Trajan Wealth LLC | 0.92% | Add +0.4% | 829,193 | $22.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +7570.8% | 827,521 | $22.1M |
| Essex Financial Services, Inc. | 1.23% | Add +29.4% | 811,717 | $21.7M |
| Wealthcare Advisory Partners LLC | 0.42% | Add +9.7% | 800,980 | $21.4M |
| Creative Capital Management Investments LLC | 6.40% | Add +10.8% | 795,496 | $21.2M |
| Schwallier Wealth Management LLC | 13.45% | Add +0.5% | 784,081 | $21.1M |
| Alliance Private Wealth, LLC | 7.26% | — | 780,319 | $20.9M |
| MinichMacGregor Wealth Management, LLC | 3.75% | Add +7.9% | 776,394 | $20.7M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -4.5% | 767,391 | $20.5M |
| Legacy Financial Advisors, Inc. | 2.83% | Add +8.2% | 767,274 | $20.5M |
| Members Advisory Group LLC | 7.62% | Add +1423.1% | 757,167 | $20.2M |
| Great Point Wealth Advisors, LLC | 3.68% | Add +20.6% | 755,160 | $20.1M |
| Symphony Financial Services, Inc. | 10.32% | Add +27.9% | 754,685 | $20.1M |
| Welch Group, LLC | 0.76% | New | 735,021 | $19.6M |
| Hutchens & Kramer Investment Management Group, LLC | 6.57% | Add +23.0% | 713,231 | $19.0M |
| Allen Capital Group, LLC | 1.74% | Add +9.4% | 707,580 | $18.9M |
| Founders Financial Securities LLC | 1.11% | Add +39.5% | 706,014 | $18.8M |
| First American Trust, FSB | 1.27% | Add +10.1% | 694,364 | $18.5M |
| Eclectic Associates Inc. | 2.88% | Add +31.2% | 691,204 | $18.4M |
| Dahring | Cusmano LLC | 12.65% | Add +5.6% | 681,755 | $18.2M |
| Family Manage LLC | 2.28% | Add +68.2% | 676,691 | $18.1M |
| Jones Financial Companies LLLP | 0.01% | Add +91.1% | 670,614 | $17.9M |
| Rainey & Randall Wealth Advisors Inc. | 2.92% | Add +21.6% | 670,221 | $17.9M |
| Tidal Investments LLC | 0.07% | Add +32.4% | 658,650 | $17.6M |
| Pinnacle Wealth Management, LLC | 11.79% | Add +1.6% | 656,093 | $17.5M |
| IHT Wealth Management, LLC | 0.42% | Add +94.6% | 652,406 | $17.4M |
| Cary Street Partners Financial LLC | 0.43% | Add +99.7% | 650,431 | $17.4M |
| Sanctuary Advisors, LLC | 0.09% | Add +15.7% | 650,264 | $17.3M |
| Larson Financial Group LLC | 0.57% | Add +15.3% | 641,247 | $17.1M |
| Bare Financial Services, Inc | 4.59% | Add +14.6% | 618,067 | $16.5M |
| Castle Wealth Management LLC | 5.39% | Add +7.2% | 607,470 | $16.3M |
| Pasadena Private Wealth, LLC | 2.23% | Add +3.4% | 609,331 | $16.3M |
| Evergreen Capital Management LLC | 0.36% | Add +49.0% | 605,504 | $16.2M |
| Eq Wealth Advisors, LLC | 9.39% | Add +15.0% | 595,871 | $15.9M |
| Mutual Advisors, LLC | 0.34% | Add +18.4% | 594,973 | $15.9M |
| Smith, Moore & Co. | 1.17% | Add +4.9% | 578,041 | $15.4M |
| Financial Futures Ltd Liability Co. | 7.11% | Add +8.4% | 574,766 | $15.3M |
| Beta Wealth Group, Inc. | 6.16% | Reduce -3.4% | 574,233 | $15.3M |
| Brookstone Capital Management | 0.17% | Add +24.2% | 570,118 | $15.2M |
| Beacon Capital Management, Inc. | 0.81% | Reduce -30.1% | 564,001 | $15.0M |
| CreativeOne Wealth, LLC | 0.36% | Add +20.9% | 559,013 | $14.9M |
| Victory Financial Group, LLC | 1.88% | Add +14.8% | 558,979 | $14.9M |
| Riverchase Wealth Management, LLC | 7.99% | Add +11.8% | 551,660 | $14.7M |
| Creative Financial Designs Inc. | 0.92% | Add +4.0% | 548,411 | $14.6M |
| MAI Capital Management | 0.08% | Add +15.7% | 537,731 | $14.3M |
| Gateway Wealth Partners, LLC | 1.53% | Add +13.7% | 514,984 | $13.7M |
| Daymark Wealth Partners, LLC | 0.44% | Add +23.8% | 512,736 | $13.7M |
| ABLE Financial Group, LLC | 2.76% | Add +6.0% | 510,088 | $13.6M |
| Stokes Capital Advisors, LLC | 3.10% | Add +24.2% | 508,853 | $13.6M |
| Kelman-Lazarov, Inc. | 1.92% | Add +1.8% | 503,900 | $13.4M |
| Kingsview Wealth Management, LLC | 0.19% | Reduce -0.3% | 492,210 | $13.1M |
| CLG LLC | 3.22% | Add +26.1% | 485,012 | $12.9M |
| Astoria Portfolio Advisors LLC. | 2.93% | Add +433.3% | 478,576 | $12.9M |
| Base Wealth Management LLC | 6.87% | Add +12.7% | 478,568 | $12.8M |
| BIP Wealth, LLC | 0.44% | New | 471,224 | $12.6M |
| DAVENPORT & Co LLC | 0.07% | Add +6.3% | 457,438 | $12.2M |
| Lhm, Inc. | 4.51% | Reduce -24.9% | 454,493 | $12.1M |
| ERn Financial, LLC | 2.20% | Add +10.1% | 438,407 | $11.7M |
| Mueller Wealth, LLC | 9.65% | — | 436,796 | $11.7M |
| Wilkerson Advisory Group LLC | 4.07% | — | 433,037 | $11.6M |
| Precision Wealth Strategies, LLC | 3.65% | Add +5.2% | 422,423 | $11.3M |
| Lake Street Private Wealth, LLC | 1.37% | Add +23.0% | 418,823 | $11.2M |
| Advisor OS, LLC | 0.90% | New | 416,426 | $11.1M |
| MJP Associates Inc. | 1.39% | New | 415,813 | $11.1M |
| Citadel Advisors | 0.01% | New | 403,403 | $10.8M |
| Hancock Whitney Corp. | 0.19% | Reduce -1.1% | 399,597 | $10.7M |
| Breakwater Capital Group | 1.48% | Add +15.0% | 398,374 | $10.6M |
| Selby Wealth Management, LLC | 4.25% | — | 395,369 | $10.5M |
| Optimus Capital Advisors, LLC | 6.15% | — | 393,808 | $10.5M |
| Avondale Wealth Management | 5.34% | Add +51.4% | 388,951 | $10.4M |
| SOL Capital Management CO | 0.92% | Add +19.9% | 385,409 | $10.3M |
| Grey Ledge Advisors, LLC | 2.31% | Add +31.6% | 382,823 | $10.2M |
| Annex Advisory Services, LLC | 0.19% | New | 373,458 | $10.0M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +50.3% | 371,244 | $9.9M |
| Avaii Wealth Management, LLC | 3.47% | Add +841.4% | 359,103 | $9.6M |
| Delta Investment Management, LLC | 1.65% | Add +6.6% | 355,650 | $9.5M |
| Sentinel Pension Advisors, LLC | 1.42% | Add +11.5% | 345,505 | $9.2M |
| Johnson & White Wealth Management, LLC | 4.00% | Add +35.5% | 344,195 | $9.2M |
| EverSource Wealth Advisors, LLC | 0.34% | Reduce -0.1% | 343,780 | $9.2M |
| Bleakley Financial Group, LLC | 0.16% | Add +12.9% | 343,677 | $9.2M |
| Dakota Wealth Management | 0.16% | New | 335,609 | $9.0M |
| WESPAC Advisors SoCal, LLC | 1.80% | Add +3.3% | 334,449 | $8.9M |
| Guided Capital Wealth Management, LLC | 6.17% | Add +22.4% | 330,214 | $8.8M |
| Wayfinding Financial, LLC | 3.73% | New | 328,636 | $8.8M |
| Brookwood Investment Group LLC | 1.06% | Reduce -38.6% | 329,796 | $8.8M |
| Hopwood Nicholas Hunter | 2.85% | — | 328,832 | $8.8M |
| RFG Advisory, LLC | 0.16% | Add +26.5% | 328,215 | $8.8M |
| Flynn Zito Capital Management, LLC | 3.09% | Reduce -1.2% | 324,194 | $8.6M |
| XML Financial, LLC | 0.70% | New | 320,240 | $8.5M |
| Halbert Hargrove Global Advisors, LLC | 0.40% | Add +2.6% | 311,525 | $8.3M |
| MBL Wealth, LLC | 0.65% | Add +6.7% | 302,271 | $8.1M |
| Rollins Financial Advisors, LLC | 1.18% | Add +83.2% | 300,913 | $8.0M |
| LVW Advisors, LLC | 0.78% | Add +2.3% | 289,648 | $7.7M |
| San Luis Wealth Advisors LLC | 1.28% | Add +8.3% | 286,622 | $7.6M |
| J Hagan Capital, Inc. | 4.21% | New | 285,395 | $7.6M |
| Quadcap Wealth Management, LLC | 0.87% | Add +5.0% | 283,899 | $7.6M |
| Merit Financial Group, LLC | 0.06% | Add +507.3% | 283,470 | $7.6M |
| Atria Investments, Inc | 0.08% | Add +15.0% | 278,675 | $7.4M |
| Richard W. Paul & Associates, LLC | 2.46% | Add +27.4% | 277,680 | $7.4M |
| Fiduciary Alliance LLC | 0.47% | Add +14.1% | 272,077 | $7.3M |
| PAX Financial Group, LLC | 1.25% | Add +14.4% | 271,010 | $7.2M |
| Security Financial Services, INC. | 1.13% | Reduce -37.3% | 270,630 | $7.2M |
| Great Diamond Partners, LLC | 1.32% | Add +5.3% | 256,220 | $6.8M |
| Clearstead Advisors, LLC | 0.09% | Add +4.3% | 253,225 | $6.8M |
| O'Connor Financial Group LLC | 2.69% | Add +5.3% | 251,063 | $6.7M |
| PFG Advisors | 0.33% | Add +21.5% | 252,538 | $6.7M |
| Parr McKnight Wealth Management Group, LLC | 0.87% | Add +24.5% | 249,261 | $6.7M |
| Argo Wealth Advisory, LLC | 3.95% | — | 247,249 | $6.6M |
| ODonnell Financial Services, LLC | 2.22% | New | 243,311 | $6.5M |
| Coastal Bridge Advisors, LLC | 0.48% | Add +13.3% | 242,859 | $6.5M |
| Composition Wealth, LLC | 0.09% | Reduce -5.4% | 241,273 | $6.4M |
| CarsonAllaria Wealth Management, Ltd. | 3.18% | Add +9.9% | 240,300 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +9.6% | 237,286 | $6.3M |
| Integrity Investment Advisors, LLC | 3.47% | New | 236,128 | $6.3M |
| Econ Financial Services Corp | 3.16% | Reduce -43.6% | 235,953 | $6.3M |
| J. Mark Nickell & Co. | 5.76% | — | 233,651 | $6.2M |
| Equitable Holdings, Inc. | 0.04% | Add +44.9% | 231,519 | $6.2M |
| LifeGoal Investments, LLC | 4.09% | Add +49.3% | 227,666 | $6.1M |
| Clarity Asset Management, Inc. | 3.35% | Add +3.1% | 228,298 | $6.1M |
| Arbor Trust Wealth Advisors, LLC | 2.64% | Add +19.9% | 224,982 | $6.0M |
| Sharpepoint LLC | 3.59% | Add +23.2% | 224,861 | $6.0M |
| &partners | 0.03% | Add +291.0% | 217,688 | $5.8M |
| Strata Wealth Advisors, LLC | 1.59% | Add +8.7% | 213,593 | $5.7M |
| Landmark Wealth Management, LLC | 2.17% | Add +64.4% | 212,697 | $5.7M |
| Asset Advisory Group, Inc. | 2.81% | — | 210,872 | $5.6M |
| USAdvisors Wealth Management, LLC | 1.83% | Add +115.3% | 208,751 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.04% | New | 197,925 | $5.3M |
| AJ Advisors, LLC | 1.94% | Add +8.6% | 196,720 | $5.2M |
| VestGen Advisors, LLC | 0.22% | Reduce -2.2% | 195,144 | $5.2M |
| Hedeker Wealth, LLC | 1.09% | Add +3.6% | 195,034 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +50.7% | 190,867 | $5.1M |
| Catalyst Investment Management LLC | 4.80% | — | 190,010 | $5.1M |
| Geneos Wealth Management Inc. | 0.12% | Add +162.1% | 188,753 | $5.0M |
| Walkner Condon Financial Advisors LLC | 0.69% | Add +23.0% | 186,022 | $5.0M |
| SlateStone Wealth, LLC | 0.42% | Add +10.8% | 186,038 | $5.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -32.6% | 184,500 | $4.9M |
| Hobbs Group Advisors, LLC | 1.47% | Add +144.5% | 183,162 | $4.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +27.7% | 181,780 | $4.8M |
| Noble Wealth Management PBC | 2.42% | Add +5.9% | 180,619 | $4.8M |
| Elevated Capital Advisors, LLC | 1.12% | Reduce -1.8% | 179,905 | $4.8M |
| Parallel Advisors, LLC | 0.08% | Reduce -3.9% | 173,079 | $4.6M |
| Cherrydale Wealth Management, LLC | 1.39% | Add +9.5% | 172,171 | $4.6M |
| IAG Wealth Partners, LLC | 0.52% | Add +8.9% | 168,505 | $4.5M |
| Pinnacle Financial Group, LLC / IL | 1.28% | Add +25.9% | 165,050 | $4.4M |
| Tennessee Valley Asset Management Partners | 0.57% | Add +10.1% | 164,001 | $4.4M |
| Legacy Capital Group California, Inc. | 1.06% | Reduce -4.2% | 163,305 | $4.4M |
| NewEdge Wealth, LLC | 0.05% | Add +1814.7% | 162,786 | $4.3M |
| Palouse Capital Management, Inc. | 2.82% | Reduce -1.9% | 162,246 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +114.0% | 159,965 | $4.3M |
| Williams & Novak, LLC | 3.20% | Add +25.0% | 159,412 | $4.3M |
| Prasad Wealth Partners, LLC | 1.11% | Add +7.9% | 155,748 | $4.2M |
| Capital Analysts, LLC | 0.11% | Add +31.2% | 153,289 | $4.1M |
| WJ Wealth Management, LLC | 1.79% | Reduce -9.2% | 153,176 | $4.1M |
| Centerpoint Advisory Group | 3.15% | Add +7.4% | 153,161 | $4.1M |
| M Holdings Securities, Inc. | 0.29% | New | 152,332 | $4.1M |
| StoneCrest Wealth Management, Inc. | 1.63% | Add +9.9% | 150,994 | $4.0M |
| Harbour Investments, Inc. | 0.08% | Add +8.7% | 147,810 | $3.9M |
| PKS Advisory Services, LLC | 0.89% | Reduce -0.7% | 145,704 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +121.4% | 144,932 | $3.9M |
| Apollon Financial, LLC | 0.56% | Add +7.2% | 143,417 | $3.8M |
| Talisman Wealth Advisors LLC | 2.93% | Add +49.9% | 140,889 | $3.8M |
| Mayfair Advisory Group, LLC | 1.46% | Add +45.4% | 140,803 | $3.8M |
| Constant Guidance Financial LLC | 2.63% | Reduce -51.5% | 140,110 | $3.7M |
| Mgo One Seven LLC | 0.08% | Add +1.2% | 138,716 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +45.5% | 140,554 | $3.7M |
| Renaissance Technologies | 0.01% | Reduce -79.9% | 134,618 | $3.6M |
| Investment Partners Asset Management, Inc. | 2.23% | Add +27.6% | 134,465 | $3.6M |
| AdvisorNet Financial, Inc | 0.18% | Add +310.9% | 129,478 | $3.5M |
| BAM Wealth Management, LLC | 2.46% | Add +14.8% | 127,266 | $3.4M |
| Cibc World Market Inc. | 0.01% | Reduce -2.4% | 119,853 | $3.2M |
| Comerica Bank | 0.01% | Add +6.2% | 117,683 | $3.1M |
| Foundry Financial LLC | 1.65% | — | 117,551 | $3.1M |
| Centennial Wealth Advisory LLC | 0.81% | Add +7.6% | 115,009 | $3.1M |
| WESPAC Advisors, LLC | 1.64% | Add +996.5% | 113,467 | $3.0M |
| Sovereign Financial Group, Inc. | 0.54% | Add +53.0% | 113,131 | $3.0M |
| NavPoint Financial, Inc. | 1.26% | Add +105.0% | 110,775 | $3.0M |
| Wisconsin Wealth Advisors, LLC | 2.83% | Add +49.7% | 108,315 | $2.9M |
| Sprinkle Financial Consultants LLC | 1.47% | Add +2.0% | 108,228 | $2.9M |
| Intelligence Driven Advisers, LLC | 0.41% | Reduce -1.4% | 107,189 | $2.9M |
| OmniStar Financial Group, Inc. | 1.66% | Add +24.6% | 106,064 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.5% | 105,622 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.41% | Add +232.7% | 103,626 | $2.8M |
| Elevation Point Wealth Partners, LLC | 0.13% | Add +91.2% | 102,495 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +438.2% | 102,495 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +12.4% | 100,829 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +32.1% | 100,988 | $2.7M |
| Merkkuri Wealth Advisors LLC | 1.83% | Add +46.1% | 100,810 | $2.7M |
| Trademark Financial Management, LLC | 1.46% | Add +202.4% | 99,715 | $2.7M |
| Bluesphere Advisors LLC | 1.15% | Add +158.1% | 97,709 | $2.6M |
| Taylor & Morgan Wealth Management, LLC | 1.44% | Add +85.3% | 96,577 | $2.6M |
| Diversified Portfolios, Inc. | 0.21% | Add +11.0% | 95,777 | $2.6M |
| Wealth Advisors of Iowa, LLC | 0.83% | Add +18.2% | 95,152 | $2.5M |
| RMR Wealth Builders | 0.20% | Add +23.2% | 94,802 | $2.5M |
| Oak Wealth Advisors LLC | 1.45% | Add +71.9% | 94,560 | $2.5M |
| Tranquilli Financial Advisor LLC | 1.44% | Reduce -1.5% | 93,257 | $2.5M |
| Weaver Consulting Group | 0.61% | Add +65.5% | 93,182 | $2.5M |
| Mosaic Financial Group, LLC | 1.70% | Add +24.6% | 93,108 | $2.5M |
| Daybright Advisory Services, Inc. | 0.66% | — | 92,802 | $2.5M |
| Beacon Financial Advisory LLC | 0.57% | Reduce -79.2% | 92,042 | $2.5M |
| Ehrlich Financial Group | 1.39% | Add +42.4% | 91,768 | $2.4M |
| Menard Financial Group LLC | 1.63% | Reduce -4.4% | 89,107 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +42.8% | 88,411 | $2.4M |
| Western Wealth Management, LLC | 0.11% | Add +18.0% | 88,358 | $2.4M |
| Argent Trust Co | 0.08% | Add +8.0% | 88,116 | $2.4M |
| Inspirion Wealth Advisors, LLC | 0.29% | New | 87,712 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2099.3% | 87,643 | $2.3M |
| Ascentis Independent Advisors | 0.37% | Reduce -19.6% | 87,089 | $2.3M |
| Mid-American Wealth Advisory Group, Inc. | 0.98% | Add +69.2% | 86,700 | $2.3M |
| Slagle Financial, LLC | 0.81% | Add +10.6% | 86,502 | $2.3M |
| Golden State Wealth Management, LLC | 0.24% | Add +3.2% | 85,917 | $2.3M |
| Cary Street Partners Investment Advisory LLC | 0.62% | Add +1411.1% | 85,619 | $2.3M |
| Wealthspire Retirement, LLC | 0.14% | Add +1.7% | 84,611 | $2.3M |
| Foundry Financial Group, Inc. | 1.13% | Add +20.1% | 84,340 | $2.3M |
| Savvy Advisors, Inc. | 0.07% | Add +15.1% | 81,022 | $2.2M |
| Arete Wealth Advisors, LLC | 0.15% | Add +658.0% | 79,956 | $2.1M |
| L & S Advisors Inc | 0.21% | New | 78,791 | $2.1M |
| Wagner Wealth Management, Corp | 2.07% | — | 78,571 | $2.1M |
| Autumn Glory Partners, LLC | 0.73% | Add +5.0% | 78,141 | $2.1M |
| Hyposwiss Advisors SA | 2.01% | — | 76,635 | $2.0M |
| Trek Financial, LLC | 0.12% | Add +205.2% | 76,573 | $2.0M |
| Riverbend Wealth Management, LLC | 1.25% | Add +7.7% | 74,517 | $2.0M |
| Milestone Asset Management, LLC | 0.37% | Reduce -2.1% | 73,092 | $2.0M |
| Liberty One Investment Management, LLC | 0.25% | New | 72,699 | $1.9M |
| True Wealth Design, LLC | 0.57% | Add +7.3% | 72,504 | $1.9M |
| Money Concepts Capital Corp. | 0.11% | Add +22.4% | 72,381 | $1.9M |
| RMR Capital Management, LLC | 1.39% | Add +0.3% | 72,023 | $1.9M |
| Navis Wealth Advisors, LLC | 0.81% | New | 71,575 | $1.9M |
| Peoples Bank | 1.17% | New | 70,966 | $1.9M |
| Integrity Wealth Solutions LLC | 0.74% | Add +15.3% | 70,126 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.62% | Add +188.8% | 69,192 | $1.8M |
| AQR Capital Management | 0.00% | Add +81.0% | 69,184 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Add +575.8% | 69,151 | $1.8M |
| Altfest L J & Co. Inc. | 0.20% | Add +0.8% | 68,447 | $1.8M |
| Means Investment Co., Inc. | 0.15% | Add +171.8% | 68,064 | $1.8M |
| Hilltop Holdings Inc. | 0.11% | Reduce -3.0% | 67,559 | $1.8M |
| Cozad Asset Management Inc. | 0.14% | Add +30.9% | 66,824 | $1.8M |
| Banque Pictet & Cie SA | 0.02% | No change | 64,920 | $1.7M |
| John W. Brooker & Co., CPAs | 3.10% | Add +103.6% | 64,914 | $1.7M |
| GSG Advisors LLC | 0.44% | Add +29.3% | 63,817 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +22.5% | 63,204 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.2% | 63,080 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Add +3.4% | 61,458 | $1.7M |
| Tounjian Advisory Partners, LLC | 0.56% | Reduce -12.3% | 61,656 | $1.6M |
| Matrix Private Capital Group LLC | 0.81% | New | 59,510 | $1.6M |
| Element Wealth, LLC | 0.66% | Add +2.4% | 59,544 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.1% | 59,336 | $1.6M |
| BHK Investment Advisors, LLC | 0.52% | Add +254.9% | 59,210 | $1.6M |
| ORBA Wealth Advisors, L.L.C. | 1.37% | Reduce -0.3% | 59,000 | $1.6M |
| Natixis Advisors, LLC | 0.00% | New | 58,723 | $1.6M |
| Arbor Capital Management Inc. | 1.29% | Add +79.4% | 57,623 | $1.5M |
| Arwa LLC | 0.89% | — | 57,219 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 56,458 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.16% | Reduce -17.3% | 56,345 | $1.5M |
| Byrne Financial Freedom, LLC | 0.69% | New | 56,234 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +99.4% | 56,082 | $1.5M |
| Nautilus Advisors LLC | 0.97% | Add +18.7% | 55,685 | $1.5M |
| First Citizens Financial Corp | 0.72% | New | 54,824 | $1.5M |
| Fiduciary Trust Co | 0.02% | Reduce -0.6% | 54,442 | $1.5M |
| Evoke Wealth, LLC | 0.03% | Reduce -10.8% | 53,624 | $1.4M |
| Wagner Wealth Management, LLC | 0.30% | New | 52,486 | $1.4M |
| Gallacher Capital Management LLC | 0.54% | Add +1.3% | 52,198 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | New | 52,123 | $1.4M |
| Summit Investment Advisory Services, LLC | 0.51% | Add +19.3% | 50,830 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Add +11.3% | 50,484 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -31.9% | 49,915 | $1.3M |
| Impact Partnership Wealth, LLC | 0.17% | Add +8.6% | 49,865 | $1.3M |
| IFP Advisors, Inc | 0.03% | Reduce -5.1% | 49,170 | $1.3M |
| Lodestone Wealth Management LLC | 0.53% | Add +271.0% | 48,647 | $1.3M |
| RDA Financial Network | 0.31% | New | 48,395 | $1.3M |
| Roger Wittlin Investment Advisory, LLC | 0.90% | Reduce -18.5% | 48,338 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +43.7% | 47,998 | $1.3M |
| Kercheville Advisors, LLC | 0.33% | New | 46,560 | $1.2M |
| Beacon Financial Planning, Inc. | 0.60% | Add +7.0% | 46,592 | $1.2M |
| CRA Financial Services, LLC | 0.16% | Add +55.7% | 46,049 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +10.2% | 45,157 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +5.0% | 44,241 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | New | 43,659 | $1.2M |
| WestHill Financial Advisors, Inc. | 0.22% | Add +1.9% | 43,496 | $1.2M |
| Opus Financial Solutions LLC | 1.09% | — | 43,443 | $1.2M |
| CGC Financial Services, LLC | 0.31% | Add +12.1% | 43,176 | $1.2M |
| Financial Planning Hawaii, Inc. | 0.66% | — | 42,988 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +27.4% | 41,288 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +314.0% | 41,043 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.76% | New | 40,566 | $1.1M |
| Resurgent Financial Advisors LLC | 0.54% | Add +13.3% | 40,462 | $1.1M |
| Capital Advisors Wealth Management, LLC | 0.14% | Add +123.2% | 39,784 | $1.1M |
| Titleist Asset Management, LLC | 0.09% | Add +4.5% | 39,632 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.06% | Reduce -17.6% | 39,253 | $1.0M |
| Omnitrust Wealth Management, Inc | 1.33% | — | 39,237 | $1.0M |
| Ameriflex Group, Inc. | 0.54% | Add +428.2% | 39,065 | $1.0M |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -1.9% | 38,089 | $1.0M |
| SouthState Bank Corp | 0.04% | Add +2.5% | 36,733 | $980K |
| Fortis Group Advisors, LLC | 0.16% | Add +14.1% | 36,390 | $977K |
| Oxinas Partners, LLC | 0.46% | New | 36,189 | $966K |
| Alexander Labrunerie & Co., Inc. | 0.35% | Add +9.1% | 36,167 | $965K |
| Financial Connections Group, Inc. | 0.33% | Add +8.4% | 35,892 | $957K |
| Thrive Wealth Management, LLC | 0.14% | Add +59.6% | 35,360 | $943K |
| Flow Traders U.S. LLC | 0.03% | Reduce -62.4% | 34,780 | $928K |
| Investment Advisory Group, LLC | 0.24% | Add +33.7% | 34,763 | $927K |
| Ruggaard & Associates LLC | 0.36% | Add +0.1% | 34,739 | $927K |
| Peterson Wealth Advisors, LLC | 0.12% | Reduce -15.5% | 33,123 | $884K |
| Puff Wealth Management, LLC | 1.14% | New | 33,024 | $882K |
| Gotham Asset Management | 0.00% | New | 32,712 | $873K |
| Tectonic Advisors LLC | 0.05% | Add +9.1% | 32,306 | $862K |
| William John Sempolinski | 0.42% | — | 31,700 | $846K |
| TD Waterhouse Canada Inc. | 0.01% | Add +42.2% | 31,171 | $832K |
| Crusonia Wealth Advisors LLC | 0.18% | — | 30,371 | $810K |
| Beckerman Institutional, LLC | 0.45% | Add +1.4% | 30,350 | $810K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Add +10.3% | 29,971 | $800K |
| Aptus Capital Advisors, LLC | 0.01% | Add +6.6% | 29,950 | $799K |
| Glen Eagle Advisors, LLC | 0.11% | Add +60.6% | 29,742 | $794K |
| Leavell Investment Management, Inc. | 0.03% | Add +87.5% | 29,535 | $792K |
| Concord Wealth Partners | 0.10% | Add +0.0% | 29,661 | $791K |
| Financial Insights, Inc. | 0.27% | Add +83.3% | 29,650 | $791K |
| RiverTree Advisors, LLC | 0.49% | New | 28,530 | $761K |
| Quartz Partners, LLC | 0.28% | Add +150.1% | 28,395 | $758K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +220.2% | 28,097 | $750K |
| Roof Eidam Maycock Peralta, LLC | 0.17% | Add +11.6% | 27,660 | $738K |
| MSH Capital Advisors LLC | 0.16% | Reduce -0.7% | 27,283 | $728K |
| Lloyd Advisory Services, LLC. | 0.28% | Add +38.7% | 27,109 | $723K |
| Arkadios Wealth Advisors | 0.01% | Add +71.2% | 27,099 | $723K |
| Jessup Wealth Management, Inc | 0.24% | Add +165.9% | 27,096 | $723K |
| Essex Bank | 0.16% | Add +11.5% | 26,944 | $719K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Add +2.6% | 26,747 | $714K |
| Manchester Capital Management LLC | 0.10% | No change | 26,597 | $710K |
| BlackRock, Inc. | 0.00% | Reduce -13.2% | 26,584 | $709K |
| World Investment Advisors | 0.01% | New | 25,474 | $680K |
| HBW Advisory Services LLC | 0.07% | New | 24,872 | $664K |
| Choreo, LLC | 0.01% | Reduce -44.6% | 24,389 | $655K |
| StoneX Group Inc. | 0.03% | New | 24,186 | $649K |
| Strategic Blueprint, LLC | 0.04% | Reduce -92.9% | 24,042 | $641K |
| Silverlake Wealth Management LLC | 0.14% | New | 23,635 | $631K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +56.6% | 22,894 | $611K |
| Decision Investments, Inc. | 0.66% | — | 22,640 | $604K |
| Redhawk Wealth Advisors, Inc. | 0.07% | New | 22,550 | $602K |
| Objective Capital Management, LLC | 0.61% | Add +61.2% | 22,366 | $597K |
| Newman Dignan & Sheerar, Inc. | 0.12% | New | 22,046 | $588K |
| Benedict Financial Advisors Inc. | 0.12% | Add +81.8% | 21,715 | $579K |
| Bank of Montreal | 0.00% | Add +23.1% | 21,343 | $569K |
| SeaCrest Wealth Management, LLC | 0.06% | New | 21,052 | $564K |
| Stage Harbor Financial, LLC | 0.38% | Add +0.7% | 21,124 | $564K |
| Magnolia Capital Advisors LLC | 0.12% | Add +84.7% | 21,069 | $562K |
| SteelPeak Wealth, LLC | 0.02% | Add +31.6% | 20,956 | $562K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 20,930 | $558K |
| TD Capital Management LLC | 0.05% | Add +1.9% | 20,765 | $554K |
| Arrowroot Family Office, LLC | 0.20% | Add +64.0% | 20,638 | $551K |
| Mercer Global Advisors Inc. | 0.00% | Add +53.9% | 20,285 | $541K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 20,210 | $539K |
| Quad-Cities Investment Group, LLC | 0.22% | Add +105.6% | 20,022 | $534K |
| Fig Financial Advisory Services Inc. | 0.34% | New | 19,994 | $533K |
| Advisortrust Partners, LLC | 0.23% | — | 19,934 | $532K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -5.8% | 19,606 | $523K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +90.3% | 19,498 | $520K |
| Signal Advisors Wealth, LLC | 0.04% | New | 19,472 | $520K |
| Channel Wealth LLC | 0.13% | Add +48.7% | 19,277 | $514K |
| Swisher Financial Concepts, Inc. | 0.29% | New | 19,254 | $514K |
| LiftPoint Family Wealth Advisors LLC | 0.44% | — | 19,238 | $513K |
| Vise Technologies, Inc. | 0.01% | New | 19,166 | $511K |
| Latitude Advisors, LLC | 0.22% | New | 19,069 | $509K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +57.4% | 18,797 | $502K |
| McKinley Carter Wealth Services, Inc. | 0.03% | New | 18,377 | $490K |
| Advisor Resource Council | 0.17% | Add +82.0% | 18,177 | $485K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.8% | 18,087 | $483K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +21.3% | 17,957 | $482K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +1.9% | 17,094 | $456K |
| ACT Advisors, LLC. | 0.18% | Add +2.6% | 16,915 | $451K |
| Barnes Wealth Management Group, Inc | 0.24% | Add +57.2% | 16,864 | $450K |
| Authentikos Wealth Advisory, LLC | 0.30% | Reduce -0.8% | 16,769 | $447K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -71.8% | 16,586 | $443K |
| Wedbush Securities Inc. | 0.01% | New | 16,112 | $430K |
| Freedom Investment Management, Inc. | 0.12% | Add +4.1% | 16,024 | $428K |
| Studio Investment Management LLC | 0.08% | Add +41.8% | 15,734 | $422K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.15% | New | 15,719 | $419K |
| Valmark Advisers, Inc. | 0.01% | Add +13.6% | 15,579 | $416K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +11.0% | 15,551 | $415K |
| Foundations Investment Advisors, LLC | 0.01% | Add +22.5% | 15,465 | $413K |
| Integrity Alliance, Llc. | 0.02% | New | 15,444 | $412K |
| Snowden Capital Advisors LLC | 0.01% | New | 14,855 | $398K |
| Thayer Financial, L.L.C. | 0.42% | — | 14,873 | $397K |
| Fortitude Financial, LLC | 0.34% | Add +26.8% | 14,810 | $395K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -8.0% | 14,749 | $394K |
| Peak Asset Management, LLC | 0.07% | New | 14,666 | $391K |
| Compound Planning, Inc. | 0.01% | Add +57.5% | 14,486 | $386K |
| White Lighthouse Investment Management Inc. | 0.05% | New | 14,310 | $382K |
| Register Financial Advisors LLC | 0.15% | Add +9.5% | 14,282 | $381K |
| Lido Advisors, LLC | 0.00% | No change | 13,905 | $373K |
| Sovran Advisors, LLC | 0.03% | Reduce -14.3% | 13,687 | $367K |
| OakTrust Wealth Advisors, LLC | 0.33% | — | 13,385 | $357K |
| Advisory Advocates, LLC | 0.35% | — | 13,312 | $355K |
| Summa Corp. | 0.15% | New | 13,000 | $347K |
| First PREMIER Bank | 0.08% | Add +43.5% | 12,964 | $346K |
| Opal Wealth Advisors, LLC | 0.09% | New | 12,882 | $344K |
| Allworth Financial LP | 0.00% | Add +542.4% | 12,847 | $343K |
| Edge Financial Advisors LLC | 0.14% | Add +18.6% | 12,778 | $341K |
| Old North State Trust, LLC | 0.20% | New | 12,597 | $336K |
| Beacon Capital Management, LLC | 0.05% | New | 12,254 | $327K |
| Raleigh Capital Management Inc. | 0.12% | Add +3.8% | 11,975 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | New | 11,956 | $319K |
| First Foundation Advisors | 0.01% | No change | 11,939 | $319K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 11,904 | $318K |
| HBK Sorce Advisory LLC | 0.01% | New | 11,745 | $314K |
| Oregon Pacific Wealth Management, LLC | 0.32% | Reduce -21.9% | 11,610 | $310K |
| Founders Financial Alliance, LLC | 0.06% | Add +252.6% | 11,555 | $308K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +33.0% | 11,313 | $302K |
| National Bank of Canada | 0.00% | Add +6.7% | 11,228 | $300K |
| Scott Capital Advisors, LLC | 0.07% | New | 11,116 | $297K |
| United Advisor Group, LLC | 0.04% | New | 11,092 | $296K |
| Perissos Private Wealth Management, LLC | 0.25% | Add +30.4% | 10,856 | $290K |
| Clear Creek Financial Management, LLC | 0.02% | New | 10,760 | $287K |
| JSF Financial, LLC | 0.06% | Reduce -10.9% | 10,698 | $285K |
| Essential Investment Partners LLC | 0.26% | — | 10,540 | $281K |
| Vicus Capital | 0.02% | Reduce -99.7% | 1,247 | $277K |
| XTX Topco Ltd | 0.01% | New | 10,373 | $277K |
| Nalls Sherbakoff Group, LLC | 0.20% | Reduce -7.4% | 10,359 | $276K |
| Hilltop Partners LLC | 0.07% | New | 10,245 | $273K |
| Outlook Wealth Advisors, LLC | 0.06% | Reduce -2.7% | 9,848 | $263K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -15.9% | 9,768 | $261K |
| Peak Retirement Planning, Inc. | 0.06% | New | 9,587 | $256K |
| Stonebridge Financial Planning Group, LLC | 0.09% | New | 9,542 | $255K |
| Goldstein Advisors, LLC | 0.03% | Add +13.5% | 9,534 | $254K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 9,338 | $249K |
| Fourpath Capital Management, LLC | 0.03% | Reduce -9.7% | 9,210 | $246K |
| Moneco Advisors, LLC | 0.02% | Add +9.6% | 9,119 | $243K |
| Silver Oak Securities, Incorporated | 0.02% | New | 9,024 | $242K |
| Waterloo Capital, L.P. | 0.02% | Reduce -4.3% | 8,637 | $230K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -7.4% | 8,616 | $230K |
| Kozak & Associates, Inc. | 0.04% | Reduce -59.6% | 8,548 | $229K |
| Sigma Planning Corp | 0.01% | Reduce -7.8% | 8,457 | $226K |
| Flagship Private Wealth, LLC | 0.09% | New | 8,374 | $223K |
| Timmons Wealth Management, LLC | 0.22% | — | 8,353 | $223K |
| Clarus Wealth Advisors | 0.09% | No change | 8,284 | $222K |
| Clayton Financial Group LLC | 0.11% | New | 8,218 | $219K |
| Everhart Financial Group, Inc. | 0.02% | New | 8,206 | $219K |
| US Bancorp \de | 0.00% | Add +46.1% | 8,146 | $217K |
| Future Financial Wealth Managment LLC | 0.14% | Add +26.9% | 7,612 | $204K |
| Savant Capital, LLC | 0.00% | Reduce -6.3% | 7,631 | $204K |
| Ameritas Advisory Services, LLC | 0.01% | Add +142.8% | 7,602 | $203K |
| Creative Planning | 0.00% | New | 7,593 | $203K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 7,550 | $201K |
| Garton & Associates Financial Advisors LLC | 0.11% | — | 7,230 | $193K |
| Lanark Financial, Inc. | 0.01% | Reduce -16.1% | 6,406 | $171K |
| Northwest Capital Management Inc | 0.68% | Reduce -73.4% | 5,910 | $158K |
| Dunhill Financial, LLC | 0.04% | Add +551.0% | 5,097 | $136K |
| Sunbelt Securities, Inc. | 0.01% | Add +21.8% | 5,007 | $134K |
| Camelot Portfolios, LLC | 0.08% | New | 4,898 | $131K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 4,832 | $129K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,103 | $109K |
| Colonial Trust Co / SC | 0.01% | No change | 3,800 | $102K |
| Sittner & Nelson, LLC | 0.03% | New | 3,589 | $96K |
| Signature Equity Partners, LLC | 0.04% | — | 2,931 | $78K |
| Sound Income Strategies, LLC | 0.00% | New | 2,663 | $71K |
| Bangor Savings Bank | 0.01% | New | 2,613 | $70K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | New | 2,528 | $67K |
| Eastern Bank | 0.00% | No change | 2,511 | $67K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,394 | $64K |
| MTM Investment Management, LLC | 0.02% | No change | 2,265 | $60K |
| Birchwood Financial Partners, Inc. | 0.06% | — | 2,113 | $56K |
| GGM Financial LLC | 0.03% | New | 2,017 | $54K |
| SageView Advisory Group, LLC | 0.00% | New | 1,989 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | New | 1,929 | $51K |
| Arax Advisory Partners | 0.00% | New | 1,925 | $51K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Reduce -0.1% | 1,906 | $51K |
| Legacy Wealth Managment, LLC | 0.02% | New | 1,570 | $42K |
| Networth Advisors, LLC | 0.03% | — | 1,290 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,285 | $34K |
| Global Trust Asset Management, LLC | 0.01% | No change | 1,134 | $30K |
| Allianz Asset Management GmbH | 0.00% | Add +62.6% | 1,132 | $30K |
| Cornerstone Financial Management LLC | 0.03% | — | 1,060 | $28K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -33.3% | 1,000 | $27K |
| Assetmark, Inc. | 0.00% | Add +37.5% | 921 | $25K |
| Wellington Grp LLC | 0.01% | — | 914 | $24K |
| Kingdom Financial Group LLC. | 0.01% | New | 890 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 831 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -88.5% | 824 | $22K |
| Hantz Financial Services, Inc. | 0.00% | New | 777 | $21K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.6% | 587 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 585 | $16K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 479 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -27.6% | 464 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 458 | $12K |
| Key Capital Management, INC | 0.01% | — | 416 | $11K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -6.6% | 366 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 319 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Add +103.5% | 175 | $5K |
| Global Wealth Strategies & Associates | 0.00% | New | 108 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 101 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 75 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 61 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +208.3% | 37 | $987 |
| GAMMA Investing LLC | 0.00% | No change | 20 | $534 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.8% | 4 | $107 |
"% of holder's portfolio" is PYLD's weight in each manager's 13F, not the share of PIMCO Multisector Bond Actv the manager owns.